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J.P. Morgan

July 14, 2026

U.S. Analyst Focus List

Monthly UpdateEquitiesEnergyFinancials

This report provides a monthly snapshot of the J.P. Morgan Analyst Focus List, featuring high-conviction stock picks categorized by investment strategy and sector across the North American equity market.

Key Takeaways

  • 1.The Analyst Focus List is a monthly collection of top equity ideas across growth, income, value, and short strategies, provided as a snapshot rather than a model portfolio.
  • 2.Additions and removals occur monthly, though mid-month adjustments are possible if rationales change or stocks reach price targets.

Table of Contents

  • Last Four Weeks' Additions
  • Last Four Weeks' Removals
  • Flagship Publications & Research Themes
  • Analyst Certification
  • Important Disclosures
  • Other Disclosures

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